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State of Wyoming’s LPL Financial LPLA Stock Holding History

State of Wyoming’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-260
Closed -$78.2K – 2108
2026
Q1 		$78.2K Sell
260
-9
-3% -$3.02K 0.01% 1360
2025
Q4 		$96.1K Buy
269
+43
+19% +$15.2K 0.01% 1313
2025
Q3 		$75.2K Sell
226
-1,037
-82% -$376K 0.01% 1395
2025
Q2 		$474K Buy
+1,263
New +$442K 0.06% 321
2024
Q4 		– Sell
-427
Closed -$99.3K – 1752
2024
Q3 		$99.3K Sell
427
-23
-5% -$5.18K 0.01% 1142
2024
Q2 		$126K Buy
+450
New +$122K 0.02% 874
2023
Q4 		– Sell
-263
Closed -$62.5K – 1712
2023
Q3 		$62.5K Sell
263
-278
-51% -$64.6K 0.01% 1161
2023
Q2 		$118K Buy
541
+231
+75% +$46.3K 0.03% 725
2023
Q1 		$62.7K Sell
310
-243
-44% -$55.6K 0.02% 1012
2022
Q4 		$120K Buy
+553
New +$129K 0.04% 648
2022
Q3 		– Sell
-76
Closed -$14K – 1753
2022
Q2 		$14K Buy
+76
New +$14.4K 0.01% 1571
2021
Q4 		– Sell
-766
Closed -$120K – 1932
2021
Q3 		$120K Buy
766
+88
+13% +$12.6K 0.08% 358
2021
Q2 		$92K Buy
+678
New +$98.6K 0.06% 483

Other funds holding LPLA

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

State of Wyoming's LPLA Position: Q2 2026 in Review

State of Wyoming sold out of LPL Financial (LPLA) in Q2 2026, closing a stake of 260 shares — an estimated $78.2K sold.

State of Wyoming first reported a position in LPLA in Q2 2021 and held it in 13 quarters. The position peaked at $474K in Q2 2025. 344 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • State of Wyoming reported no remaining LPL Financial position as of Q2 2026 after selling out during the quarter.
  • State of Wyoming sold 260 LPL Financial shares in Q2 2026, an estimated $78.2K.
  • State of Wyoming first reported a position in LPL Financial in Q2 2021 and held it in 13 quarters.
  • State of Wyoming's LPL Financial position peaked at $474K in Q2 2025.
  • 344 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on State of Wyoming's 13F filing for Q2 2026, filed 6 Aug 2026.